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Drilling Deep: Reviewing Q4 earnings; how did Werner do so well?

On podcast, Amit Mehrotra of Deutsche Bank looks over the reports for the last quarter of last year

Photo: Jim Allen/FreightWaves

Werner Enterprises (NASDAQ: WERN) had just about the best earnings performance of any of the truckload carriers in the fourth quarter of 2020, based on the latest numbers released in recent weeks.

On this week’s Drilling Deep podcast, host John Kingston welcomes Deutsche Bank’s Amit Mehrotra to discuss what’s going on with Werner to post those kinds of numbers. Mehrotra also takes a look at the changes and market trends hitting the LTL industry.

In addition, Kingston will talk about how the cold weather is kicking back on the red-hot diesel market.

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John Kingston

John has an almost 40-year career covering commodities, most of the time at S&P Global Platts. He created the Dated Brent benchmark, now the world’s most important crude oil marker. He was Director of Oil, Director of News, the editor in chief of Platts Oilgram News and the “talking head” for Platts on numerous media outlets, including CNBC, Fox Business and Canada’s BNN. He covered metals before joining Platts and then spent a year running Platts’ metals business as well. He was awarded the International Association of Energy Economics Award for Excellence in Written Journalism in 2015. In 2010, he won two Corporate Achievement Awards from McGraw-Hill, an extremely rare accomplishment, one for steering coverage of the BP Deepwater Horizon disaster and the other for the launch of a public affairs television show, Platts Energy Week.